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Member Service Representative I at Wellby Financial - ApplyBlast

Member Service Representative I

Wellby Financial

5 months ago

2.8 on Glassdoor

Webster, TX

Hybrid

Full Time

Junior

0 applicants

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About this role

The Member Service Representative I provides comprehensive support to credit union members via telephone, email, and online chat by addressing inquiries, resolving complaints, and maintaining accurate account records. This role involves educating members on digital banking solutions, troubleshooting issues, and escalating complex matters while ensuring compliance with banking regulations.

Responsibilities

Interact with members via telephone and digital channels to resolve inquiries
Maintain customer accounts and records of member interactions for compliance
Escalate complex issues to specialized teams or leadership for resolution
Educate members on credit union technology and digital banking solutions
Complete mandatory compliance testing and adhere to Bank Secrecy Act

Skills

Qualifications

High School DiplomaTwo years college-level education preferred

About Wellby Financial

wellbyfinancial.com

Headquarters

Houston, Texas, United States

Company Size

201-500 employees

Founded

1961

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Wellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.